LWMNY
Landmark Wealth Management (New York) Portfolio holdings
AUM
$235M
This Quarter Return
+4.55%
1 Year Return
+8.34%
3 Year Return
+23.68%
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$180M
(+30%)
Cap. Flow
+$35.5M
Cap. Flow
% of AUM
19.73%
Top 10 Holdings %
Top 10 Hldgs %
56.75%
Holding
72
New
7
Increased
56
Reduced
6
Closed
2
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$6.13M |
| 2 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$5.79M |
| 3 |
DoubleLine Opportunistic Bond ETF
DBND
|
$2.62M |
| 4 |
SPDR Portfolio Developed World ex-US ETF
SPDW
|
$2.61M |
| 5 |
JPMorgan Core Plus Bond ETF
JCPB
|
$1.15M |
Top Sells
| 1 |
Hartford Total Return Bond ETF
HTRB
|
$2.09M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$213K |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$99.1K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$39.9K |
| 5 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
$38.4K |
Sector Composition
| 1 | Technology | 1.77% |
| 2 | Energy | 0.49% |
| 3 | Utilities | 0.2% |
| 4 | Healthcare | 0.18% |
| 5 | Consumer Discretionary | 0.18% |
